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Erie Indemnity

248 hedge funds and large institutions have $3.67B invested in Erie Indemnity in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $3.16B → $3.67B (+$513M)

4% more funds holding

Funds holding: 238248 (+10)

0.78% more ownership

Funds ownership: 35.64%36.42% (+0.78%)

9% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 89

29% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $2.8M

Holders
248
Holders Change
+10
Holders Change %
+4.2%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
30
Increased
81
Reduced
89
Closed
19
Calls
$1.98M
Puts
$2.8M
Net Calls
-$822K
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
26
Teachers Retirement System of the State of Kentucky
Kentucky
$16.4M +$15.6M +73,982 New
N
27
Nuveen
North Carolina
$15M -$778K -3,695 -5%
AQR Capital Management
28
AQR Capital Management
Connecticut
$14.7M -$401K -1,906 -3%
Goldman Sachs
29
Goldman Sachs
New York
$13.5M -$772K -3,665 -6%
EVM
30
Eaton Vance Management
Massachusetts
$13.1M +$38.8K +184 +0.3%
Citigroup
31
Citigroup
New York
$12.7M +$3.68M +17,492 +44%
EAM
32
Erste Asset Management
Austria
$12M -$1.83M -8,700 -14%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$11.2M -$2.32M -11,003 -18%
MCM
34
MAI Capital Management
Ohio
$9.45M -$1.47K -7 -0%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$9.45M -$94.6K -449 -1%
WI
36
Wedgewood Investors
Pennsylvania
$9.18M -$21.1K -100 -0.2%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$9.1M -$1.91M -9,049 -18%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$8.72M +$7.89M +37,450 +2,117%
Citadel Advisors
39
Citadel Advisors
Florida
$8.56M -$10.6M -50,431 -57%
EP
40
Edgestream Partners
New Jersey
$8.53M +$4.88M +23,168 +153%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$7.57M -$73.9K -351 -1%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$7.14M +$270K +1,282 +4%
Mitsubishi UFJ Asset Management
43
Mitsubishi UFJ Asset Management
Japan
$7.13M +$488K +2,319 +8%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$6.91M -$77.5K -368 -1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$6.87M -$2.11K -10 -0%
Deutsche Bank
46
Deutsche Bank
Germany
$6.87M -$2.29M -10,850 -26%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$6.68M
RA
48
Royce & Associates
New York
$6.27M
DILIC
49
Dai-ichi Life Insurance Company
Japan
$5.63M
AAF
50
Andra AP-fonden
Sweden
$5.33M -$316K -1,500 -6%